Laura is an Accredited Member of the American Society of Appraisers and a Certified Valuation Analyst. She brings
Laura uses her education and experience to develop relevant, useful and understandable appraisals for your business.
Kelley is the maestro of financial statements. She contributes
Kelley has won awards for the excellent condition of the financials including ones from Porsche and Dale Carnegie.
Jordan has a Bachelor of Arts in History and is working on his Master’s in Business Administration. Jordan rounds out the team with
Once they discovered his researching, writing and planning talents, Army officers utilized Jordan’s talents as much as they could. He understands exacting standards and attention to detail!
Laura typically is the first contact to conduct a needs analysis and write an engagement agreement. Kelley is a maestro at pulling together financial statements and building a synopsis of the financial and operational information that enables us to do our analysis. Jordan conducts research on the industry, economy and competition. We bring all this together to analyze the financial condition and operational systems of the business and develop a report that you can use for planning a transition, filing an estate or gift tax return, applying for financing or using in a legal matter. It is great to have a team that works so well together, bringing their gifts and talents together to produce appraisal reports that are readable, exceed the standards and meet your needs!